Document 6440717
Transcription
Document 6440717
Form W-4 (2014) The exceptions do not apply to supplemental wages greater than $1,000,000. Purpose. Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. Consider comp!ettng a new Form W-4 each year and when your personal or financial situation changes. Exemption from withholding. If you are exempt. complete only lines 1, 2, 3, 4, and 7 and sign the form to validate it. Your exemption for 2014 expires February 17, 2015. See Pub. 505, Tax Withholding and Estimated Tax. Basic instructions. If you are not exempt, complete the Personal Allowances Worksheet below. The worksheets on page 2 further adjust your withholding allowances based on itemized deductions, certain credits, adjustments to income, or two-earners/multiple jobs situations. Note. If another person can c!aim you as a dependent Complete all worksheets that apply. However, you may claim fewer (or zero) allowances. For regular wages, withholding must be based on allowances you claimed and may not be a flat amount or percentage of wages. on his or her tax return, you cannot claim exemption from withholding if your income exceeds $1,000 and Includes more than $350 of unearned income (for example, interest and dividends). Exceptions. An employee may be able to claim exemption from withholding even if the employee is a dependent, if the employee: Head of household. Generally, you can clafm head of household filing status on your tax return only if you are unmarried and pay more than 50% of the costs of keeping up a home for yourself and your dependent(s) or other quaHfy!ng individuals. See Pub. 501, Exemptions, Standard Deduction, and Ffllng Information, for Information. • Is age 65 or o!der, Tax credits. You can take projected tax credits into account in figuring your allowable number of withholding allowances. Credits for child or dependent care expenses and the child tax credit may be claimed using the Personal Allowances Worksheet below. See Pub. 505 for information on converting your other credits Into withholding allowances. • ls blind, or • Will claim adjustments to income; tax credits; or itemized deductions, on his or her tax return. Nonwage income. If you have a large amount of nonwage income, such as interest or dividends, consider making estimated tax payments using Form 1040-ES, Estimated Tex for Individuals. Otherwise, you may owe additional tax. If you have pension or annuity iincome, see Pub. 505 to find out if you should adjust your withholding on Form W-4 or W-4P. Two earners or multiple jobs. If you have a working spouse or more than one job, figure the total number of allowances you are entitled to claim on all jobs using worksheets from only one Form W-4. Your withholding usually will be most accurate when all allowances are claimed on the Form W-4 for the highest paying job and zero allowances are claimed on the others. See Pub. 505 for details. Nonresident alien. If you are a nonresident alien, see Notice 1392, Supplemental Form W-4 Instructions for Nonresident Allens, before completing this form. Check your withholding. After your Form W-4 takes effect, use Pub. 505 to see how the amount you are having withheld compares to your projected total tax for 2014. See Pub. 505, especially if your earnings exceed $130,000 (Single) or $180,000 (Married). Future developments. Information about any Mure developments affecting Form W-4 (such as leglslation enacted after we release It) will be posted at www.irs.gov/w4. Personal Allowances Worksheet (Keep for your records.) A Enter "1" for yourself if no one else can claim you as a dependent . A •You are single and have only one job; or • You are married, have only one job, and your spouse does not work; or } B Enter "1" if: c •Your wages from a second job or your spouse's wages (or the total of both) are $1,500 or less. Enter "1" for your spouse. But, you may choose to enter "-0-" if you are married and have either a working spouse or more than one job. (Entering "-0-" may help you avoid having too little tax withheld.) . D E F { B Enter number of dependents (other than your spouse or yourself) you will claim on your tax return . c D E F Enter "1" if you will file as head of household on your tax return {see conditions under Head of household above) Enter "1" if you have at least $2,000 of child or dependent care expenses for which you plan to claim a credit (Note. Do not include child support payments. See Pub. 503, Child and Dependent Care Expenses, for details.) G Child Tax Credit (Including additional child tax credit). See Pub. 972, Child Tax Credit, for more information. • If your total income will be less than $65,000 ($95,000 if married), enter "2" for each eligible child; then less "1" if you have three to six eligible children or less "2" If you have seven or more eligible children. • If your tataJ income will be between $65.000 and $84.000 ($95.000 and $119.000 if rmrried), enter "1" for each eligible cnld . G H Add lines A through G and enter total here. (Note. This may be different from the number of exemptions you claim on your tax return.) • H For accuracy, complete all worksheets that apply. I • If you plan to itemize or claim adjustments to income and want to reduce your withholding, see the Deductions and Adjustments Worksheet on page 2. • If you are single and have more than one job or are married and you and your spouse both work and the combined earnings from all jobs exceed $50,000 ($20,000 If married), see the Two-Earners/Multiple Jobs Worksheet on page 2 to avoid having too little tax withheld. • If neither of the above situations applies, stop here and enter the number from line H on line 5 of Form W-4 below. -------·-·-·····-----------------· Separate here and give Form W-4 to your employer. Keep the top part for your records. --------------------·-·----------· Fo•m W-4 Department of the Treasury Internal Revenue SetVice • Employee's Withholding Allowance Certificate OMB No. 1545-0074 Whether you are entiUed to claim a certain number of allowances or exemption from wtthholdlng is subject to review by the IRS. Your employer may be required to send a copy of this form to the IRS. ~@14 Your first name and middle initial Last name Home address (number and street or rural route) 2 3 0 Single 0 Married D Your social security number Married, but withhold at higher Single rate. Note. If married, but legally separated, or spouse is a nonresident alien, check the "Single" box. City or town, state, and I code 4 If your last name differs from that shown on your social security card, check here. You must call 1-800-772-1213 for a replacement card. • 5 6 Total number of allowances you are claiming {from line H above or from the applicable worksheet on page 2) Additional amount, if any, you want withheld from each paycheck 7 I claim exemption from withholding for 2014, and I certify that I meet both of the following conditions for exemption. D •Last year I had a right to a refund of all federal income tax withheld because I had no tax liability, and • This year I expect a refund of all federal income tax withheld because I expect to have no tax liabri_lit....,_._ _ _ __ If you meet both conditions, write "Exempt" here . . 11o> 7 Under penalties of perjury, I declare that I have examined this certificate and, to the best of my knowledge and belief, it is true, correct, and complete. Employee's signature (This form Is not valid unless you sign it.) "" 8 Employer's name and address (Employer: Complete lines 8 and 10 only if sending to the IRS.) For Privacy Act and Paperwork Reduction Act Notice, see page 2. Date• 9 Office code (optionaij Cat. No. 102200 10 Employer identification number (EIN) Form W~4 (2014) ..... ~ -~· ~ ,•.. "' . ~ ,• Form WH-4 State Fonn 48845 ""(R2/8-08) State of Indiana Employee's Withholding Exemption and County Status Certificate This form is for the employer's records. Do not send this form to the Department of Revenue. The completed form should be returned to your employer. Full N a m e - - - - - - - - - - - - - - - - - - - - - - - Home Address _ _ _ _ _ _ _ _ _ _ _ _ _ __ Social Security Number or ITIN - - - - - - - - - - - - City _ _ _ _ _ _ __ State___ Zip C o d e - - - - - - - - - Indiana County of Residence as of January 1: - - - - - - - - - - - - - - - - - - (See instructions) Indiana County of Principal Employment as of January 1: - - - - - - - - - - - - - - (See instructions) How to Claim Your Withholding Exemptions 1. You are entitled to one exemption. If you wish to claim the exemption, enter "1" Nonresident aliens must skip lines 2 through 6. See instructions 2. If you are married and your spouse does not claim his/her exemption, you may claim it, enter u1~ 3. You are allowed one (1) exemption for each dependent. Enter number claimed .............................................................................. . 4. Additional exemptions are allowed if: (a) you and/or your spouse are over the age of 65 and/or (b) if you and/or your spouse are legally blind. Check box( es) for additional exemptions: You are 65 or older D or blind D Spouse is 65 or older Enter the total number of boxes checked ................................................................................ . D or blind D 5. Add lines 1, 2, 3, and 4. Enter the total here 6. You are entitled to claim an additional exemption for each qualifying dependent (see instructions) ....................... . ............... ~~==~ ~ ~--~ 7. Enter the amount of additional state withholding (if any) you want withheld each pay period $ _ _ __ 8. Enter the amount of additional county withholding (if any) you want withheld each pay period ..................................................... $ _ _ _ __ I hereby declare that to the best of my knowledge the above statements are true. Signature:----------------------------- Date: _ _ _ _ _ _ _ _ _ _ __ Indiana New Hire Reporting Center Po Box 55097 Indianapolis, IN 46205 IN DIANA new hire reporting center EMPLOYER INFORMATION DDDDDDDDDE AS UI#) EMPLOYER NAME DDDDDDDDDDDDDDDDDDDDDDDD DDDDDDDDDDDDDDDDDDDDDDDD DDDDDDDDDDDDDDDDDDDDDDDD DD DDDDD-DDDD EMPLOYER ADDRESS (INCOME WITHHOLDING ADDRESS) CITY STATE ZIP EMPLOYER CONTACT INFORMATION LAST FIRST DDDDDDDDDDD DDDDDDDDDDD DDD-DDD-DDDD DDD-DDD-DDDD DDDDDDDDDDDDDDDDDDDDDDDD PHONE NUMBER FAX NUMBER E-MAIL ADDRESS EMPLOYEE INFORMATION SOCIAL SECURITY NUMBER IS HEALTH INSURANCE AVAILABLE TO ODD-DD-DODD D D DDDDDDDDDDDDDDDDDDDDDD D DDDDDDDDDDDDDDDDDDDDDDDD DDDDDDDDDDDDDDDDDDDDDDDD DDDDDDDDDDD DD DDDDD-DDDD DD!OD!ODDD DD!OD!ODDD EMPLOYEE? (OPTIONAL) y N FIRST NAME MI LAST NAME ADDRESS CITY STA TE DATE OF BIRTH(OPTIONAL) START DATE mm dd ZIP yyyy Phone: (317) 612-3028 Toll Free: (866) 879-0198 www.in-newhire.com mm dd yyyy Fax: (317) 612-3036 Toll Free: (800) 408-1388 www.IN.gov Employment Eligibility Verification USCIS Form 1-9 Department of Homeland Security OMB No. 1615-0047 Expires 03/31/2016 U.S. Citizenship and Immigration Services ~START HERE. Read Instructions carefully before completlng this fonn. The Instructions must be available during completion of this fonn. ANTI-DISCRIMINATION NOTICE: It is illegal to discriminate against work-authorized individuals. Employers CANNOT specify which document(s) they will accept from an employee. The refusal to hire an individual because the documentation presented has a future expiration date may also constitute illegal discrimination. Section 1. Employee Information and Attes~tl\S'""'Q::o/i/!~Y'?es,miI~l cOn\pJete and sign SiflJtion t~f~.1-9 np tater than the first day of employment, but not before. a()(!eptil;Jg ajob·off<I') Last Name (Family Name) First Name (Given Name) Address (Street Number and Name) Date of Birth (mmlddlyyyy) . U.S. Social Security Number D-D-1 · Middle Initial Other Names Used (if any) City or Town Apt. Number I , State E-mail Address Zip Code Telephone Number I I am aware that federal law provides for Imprisonment and/or fines for false statements or use of false documents in connection with the completion of this fonn. I attest, under penalty of perjury, that I am (check one of the following): 0 0 0 0 A citizen of the United States A noncitizen national of the United States (See instructions) A lawful permanent resident (Alien Registration Number/USCIS Number): - - - - - - - - - - - An alien authorized to work until (expiration date, it applicable, mm/dd/yyyy) - - - - - - - . Some aliens may write "NIA" in this field. (See instructions) For aliens authorized to worl<, provide your Alien Registration Number/USC/S Number OR Form 1-94 Admission Number: 1. Alien Registration Number/USCIS Number: _ _ _ _ _ _ _ _ _ __ 3-0 Barcode OR Do Not Write In This Space 2. Form 1-94 Admission N u m b e r : - - - - - - - - - - - - - - - - If you obtained your admission number from CBP in connection with your arrival in the United States, include the following: Foreign Passport N u m b e r : - - - - - - - - - - - - - - - - - - - - - Country of Issuance: - - - - - - - - - - - - - - - - - - - - - - - Some aliens may write "N/A" on the Foreign Passport Number and Country of Issuance fields. (See instructions) ISignature of Employee: IDate (mmlddlyyyy): Preparer.and/or Translator Certlflcat1011 (To b6: comptilted/a'tiit Sigtied if Section 1 is prapart!id by iI•1Jefson <ttfrfrthiln t111i employee.) · · · ·. ~: '· · ''.'':'. ·.·· , . . ::~.:.' · · · · · ··. ···· I attest, under penalty of perjury, that I have assisted In the completion of this fonn and that to the best of my knowledge the infonnation is true and correct I Signature of Preparer or Translator: Last Name (Family Name) Address (Street Number and Name) Form 1-9 03/08/13 N Date (mmlddlyyyy): First Name (Given Name) ICity or Town I State I Zip Code Page 7 of9 Section 2. EmployerorAuthorized Representatlve.,Re~iewand VerlflC' (Employers or their authorized repf!lS6ntaUve must complete end sign·~ '?iNlt!Jln J.business d~i/.:ih:the omp/oyeB'.s fffst.day of omplOyment. You must physically examine one dOcument from List A OR examirle1i1Jldroblnatkm o(.Ori6'CfPCi,msnt.from Llst.B ana,ohe cloCilinen(from Lki/C as /Isled on the "Lists of Acceptable Documents• on the next pege of this /Orrri. l'oi'~·dOcUmenl yoiinivff!w, recom the frilloW;ng lnfQRl7"1fim: lfOCl/ment titte, issuing authority, document (lumber, and l!JXpiration date,· if ah,¥,! , , , , Employee Last Name, First Name and Middle Initial from Section 1: List A OR AND ListB ListC Identity and Employment Authorization Document Title: Document Title: Document Title: Issuing Authority: Issuing Authority: Issuing Authority: Document Number: Document Number: Document Number: Expiration Date (if any)(mmlddlyyyy): Employment Authorization Identity ;. ' Expiration Date (if any)(mmlddlyyyy): Expiration Date (if any)(mmldd/yyyy): ~ Document Title: ~ Issuing Authority: Document Number: Expiration Date (if any)(mmlddlyyyy): 3-D Barcode Do Not Write In This Space Document Title: Issuing Authority: Document Number: ' Expiration Date (if any)(mmlddlyyyy): Certification I attest, under penalty of perjury, that (1) I have examined the document(s) presented by the above-named employee, (2) the above~isted document(s) appear to be genuine and to relate to the employee named, and (3) to the best of my knowledge the employee is authorized to work in the United States. The employee's first day of employment (mmlddlyyyy)· Signature of Employer or Authorized Representative Last Name (Family Name) (See instructions for exemptions,) I Date (mmldd/yyyy) First Name (Given Name) I Title of Employer or Authorized Representative IEmploye~s Business or Organization Name I IState Employe~s Business or Organization Address (Street Number and Name) City or Town IZip Code Section 3,Reverificatlon.:and Rehire!> (To i/e iibmp/et9ciand'ij/g'ii9c(~Y.e.mploy6f.()(autlibfiZedl!1/ir(JllllntatlW.f A. New Name (if applicable) Last Name (Family Name) First Name (Given Name) I Middle Initial B. Date of Rehire (if applicable) (mmlddlyyyy): C. If employee's previous grant of employment authorization has expired, provide the information for the document from List A or List C the employee presented that establishes current employment authorization in the space provided below. Document TiUe: Document Number: IExpiration Date (ff any)(mmlddlyyyy): I attest, under penalty of perjury, that to the best of my knowledge, this employee Is authorized to work In the United States, and If the employee presented document(s), the document(s) I have examined appear to be genuine and to relate to the individual, Signature of Employer or Authorized Representative: Form 1-9 03/08/13 N Date (mmlddlyyyy): Print Name of Employer or Authorized Representative: Page 8 of9 . . LISTS OF ACCEPTABLE DOCUMENTS All documents must be UNEXPIRED Employees may present one selection from List A or a combination of one selection from List B and one selection from List C. LISTA LISTB Documents that Establish Both Identity and Employment Authorization 1. U.S. Passport or U.S. Passport Card AND . 1. Driver's license or ID card issued by a State or outlying possession of the United States provided it contains a Registration Receipt Card (Fomn 1-551) photograph or information such as name, date of birth, gender, height, eye color, and address 3. Foreign passport that contains a temporary 1-551 stamp or temporary 2. ID card issued by federal, state or local government agencies or entities, provided it contains a photograph or information such as name, date of birth, 4. Employment Authorization Document that contains a photograph (Fomn 1-766) 5. For a nonimmigrant alien authorized to work for a specific employer because of his or her status: a. Foreign passport; and b. Fomn 1-94 or Fomn l-94A that has the following: (1) The same name as the passport; and (2) An endorsement of the alien's nonimmigrant status as long as that period of endorsement has not yet expired and the proposed employment is not in conflict with any restrictions or limitations identified on the form. 6. Passport from the Federated States of Micronesia (FSM) or the Republic of the Marshall Islands (RMI) with Form 1-94 or Form l-94A indicating nonimmigrant admission under the Compact of Free Association Between Documents that Establish Employment Authorization Documents that Establish Identity 2. Permanent Resident Card or Alien 1-551 printed notation on a machinereadable immigrant visa LISTC gender, height, eye color, and address 3. School ID card with a photograph 4. Voter's registration card 5. U.S. Military card or draft record 6. Military dependent's ID card 7. U.S. Coast Guard Merchant Mariner Card 1. A Social Security Account Number card, unless the card includes one of the following restrictions: (1) NOT VALID FOR EMPLOYMENT (2) VALID FOR \/\ORK ONLY WITH INS AUTHORIZATION (3) VALID FOR \/\ORK ONLY WITH DHS AUTHORIZATION 2. Certification of Birth Abroad issued by the Department of State (Fomn FS-545) 3. Certification of Report of Birth issued by the Department of State (Form DS-1350) 4. Original or certified copy of birth certificate issued by a State, county, municipal authority, or territory of the United States bearing an official seal 8. Native American tribal document 6. Native American tribal document 9. Driver's license issued by a Canadian 6. U.S. Citizen ID Card (Fomn 1-197) government authority 7. Identification Card for Use of For persons under age 18 who are unable to present a document listed above; Resident Citizen in the United States (Fomn 1-179) 8. Employment authorization 10. School record or report card 11. Clinic, doctor, or hospital record document issued by the Department of Homeland Security 12. Day-care or nursery school record the United States and the FSM or RMI Illustrations of many of these documents appear in Part 8 of the Handbook for Employers (M-27 4). Refer to Section 2 of the instructions, titled "Employer or Authorized Representative Review and Verification," for more information about acceptable receipts. Fonn 1-9 03/08/13 N Page 9 of9